Number of Shares
32,959.00
Current Holdings Value*
$8.72 Mil
% of Portfolio
4.08%
Total Estimate Gain
$6.23 Mil
% of Total Estimate Gain
109.22%

Fidelity Advisor Equity Value Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, FIDELITY ADVISOR SERIES I held 32,959.00 shares of JPMorgan Chase & Co(JPM), totaling $8.72 Mil. This investment constitutes 4.08% of their stock portfolio, and FIDELITY ADVISOR SERIES I now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q2. And since then Fidelity Advisor Equity Value Fund has made 8 purchases of JPM, at an average price of $120.97, for a total of 47,126.00 shares. In addition, there have been 11 sales at an average price of $182.18 for 14,167.00 shares. Based on historical transaction data and JPM's current price of $283.58, Fidelity Advisor Equity Value Fund's estimated gain on his JPM holdings is $6.23 Mil, reflecting a 109.22% gain to date.

Fidelity Advisor Equity Value Fund JPM ($283.58) Holding Chart

Fidelity Advisor Equity Value Fund JPM ($283.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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